See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,658 | $70,587-59.4% | $124,672-77.0% | $85,850-66.6% |
| Participation rate | 35.4% | 64.4%-29.0pp | 74.6%-39.2pp | 69.3%-33.9pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $973 | $1,913-49.1% | $3,324-70.7% | $2,565-62.1% |
| Participant deferral / active EE | $1,873 | $2,969-36.9% | $4,614-59.4% | $3,952-52.6% |
| Admin fee / account holder | $520 | $5,282-90.1% | $7,493-93.1% | $6,260-91.7% |